Calgary

Sophisticated, Customized Investment Leadership

Blais Wealth Advisors is dedicated and passionate about providing superior portfolio management services to affluent families, individuals, institutions, and foundations. We seek to maximize investment returns and manage risk and income through due diligence, intensive research and experience, providing hands-on attention and serving the unique needs of the client with truly customized portfolio management.

As an advisory group we strive to deliver the highest possible level of personalized investment management to our clients individual needs and wants. Constant communication is paramount, so we maintain regular contact with clients through daily, weekly or monthly conversations and emails depending on each individual client’s desires. From an administrative standpoint, we ensure that the client experience is of the highest standards, encompassing the strictest of confidentiality, and the highest of professionalism.

*Client acceptance based on referral from existing clientele only*

Over the past 30 years, Michael has acquired a diverse set of skills in the financial services industry. Starting in 1986, he has worked in the cage, trading, accounting, research, corporate finance and sales. Most recently, Michael worked as the Branch Manager for Wolverton in Calgary before joining Leede Jones Gable.

Michael graduated from UBC with a B.A. (Econ), which stoked his initial infatuation with the markets. Although his clientele are active in all aspects of North American equity markets, Michael maintains a focus on natural resource issuers. His clients appreciate the value he brings to their investment portfolio through extensive research, knowledge and experience.

Happily married to wife, Karen, he has 4 sons ranging in age from 6 – 22 years old. When not busy taking his children to various activities, Michael is an avid golfer and loves to travel.

Mission Statement
In a world where most portfolio managers are offering the same types of services – i.e. meeting personalized financial goals, wealth/estate protection, and wealth diversification – my goal is to differentiate myself by also applying this service to your children, who often don’t get this level of expertise. I will try and help them understand the various aspects of the markets and the associated risks from an early point in time so they are better prepared as they go forward with their own lives.

I also focus on helping international clients gaining access to Canadian markets. Too often, many are lead to believe they are not able to continue to invest in Canada after they go abroad.

Investment Philosophy
My focus in on building customized portfolios tailored to your life profile.

Whether you’re looking for a cash investing account or would like the benefits of an RRSP, RRIF, RESP, or the new TFSA account, I’d love to help you reach your goals.